Wealth Enhancement Advisory Services
AOM icon

Wealth Enhancement Advisory Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.36M Sell
67,914
-557
-0.8% -$27.4K 0.01% 1242
2026
Q1 		$3.24M Sell
68,471
-22,272
-25% -$1.07M 0.01% 1132
2025
Q4 		$4.37M Sell
90,743
-1,174
-1% -$56.1K 0.01% 1083
2025
Q3 		$4.37M Buy
91,917
+293
+0.3% +$13.6K 0.01% 1015
2025
Q2 		$4.2M Sell
91,624
-23,600
-20% -$1.04M 0.01% 976
2025
Q1 		$5.06M Sell
115,224
-5,250
-4% -$231K 0.01% 833
2024
Q4 		$5.23M Buy
120,474
+28,098
+30% +$1.25M 0.01% 780
2024
Q3 		$4.17M Buy
92,376
+295
+0.3% +$12.9K 0.01% 785
2024
Q2 		$3.96M Sell
92,081
-1,487
-2% -$63K 0.01% 753
2024
Q1 		$4M Sell
93,568
-8,598
-8% -$359K 0.01% 725
2023
Q4 		$4.24M Sell
102,166
-7,938
-7% -$315K 0.01% 653
2023
Q3 		$4.29M Buy
+110,104
New +$4.4M 0.01% 622

Other funds holding AOM

WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $231M AUM
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FHC
Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Wealth Enhancement Advisory Services's AOM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares Core Moderate Allocation ETF (AOM) stake by 0.81% in Q2 2026, selling an estimated $27.4K and leaving 67,914 shares worth $3.36M. The position accounts for 0.01% of the portfolio, ranked #1242.

Wealth Enhancement Advisory Services first reported a position in AOM in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.23M in Q4 2024. 41 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 67,914 shares of iShares Core Moderate Allocation ETF worth $3.36M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 557 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $27.4K.
  • iShares Core Moderate Allocation ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1242 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Core Moderate Allocation ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's iShares Core Moderate Allocation ETF position peaked at $5.23M in Q4 2024.
  • 41 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.